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Investor Economics

Insight March 2007 Monthly Update

The March issue of Insight takes a closer look at the socially responsible investing (SRI) segment, tracking its asset base and shifting composition. Our research suggests that while institutional SRI assets are on a fast growth track, the Canadian retail funds market has yet to catch the ‘green bug’. The analysis tracks the growth of the SRI retail fund segment from the asset and sales, asset mix, and competitor perspectives, and includes lenses on investment returns and MERs.

This month’s Trend Lines article examines the field of mutual funds that have obtained the regulators’ permission to engage in short-selling strategies. Currently, over 400 funds sponsored by 16 complexes are ‘enabled’ for short-selling.

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  • Tags: investment funds, mutual funds, short-selling, SRI funds

  • Date Posted: March 26, 2007